POSITION OVERVIEW

The Private Banking Specialist plays a key role in providing high-touch, concierge-level service to Fremont Bank’s VIP and high-net-worth clients. This individual supports the Private Banking team by managing daily client requests, ensuring operational excellence, and delivering tailored financial solutions to meet unique client needs. The ideal candidate is detail-oriented, client-focused, and thrives in a fast-paced, service-driven environment.

MINIMUM QUALIFICATIONS

• 1–3 years of experience in retail or commercial banking, preferably in a high-touch or private client environment.
• Knowledge of deposit account products, treasury services, and online banking platforms.
• Ability to explain and support clients through product setups (e.g., RDC, ACH, wire services).
• Excellent verbal and written communication skills.
• Strong interpersonal and relationship management abilities.
• High attention to detail and accuracy in handling confidential client information.
• Proficiency with Microsoft Office and Windows-based systems.
• High school diploma or GED required; associate or bachelor’s degree preferred.
• Ability to obtain signing authority within a reasonable timeframe.

• Serve as a primary point of contact for high-value clients, providing timely and personalized support.
• Open and manage a variety of personal and business deposit accounts.
• Assist with onboarding and servicing of Treasury Management and Cash Management Services (e.g., ACH, Wire Transfers, RDC, Positive Pay).
• Respond to all client communications (phone, email, fax, voicemail) in accordance with department service standards.
• Research and timely resolve complex client inquiries, including transaction issues, overdraft handling, research, rejected transactions, and account discrepancies.
• Support relationship managers and private bankers in client meetings, account reviews, and follow-up documentation.
• Coordinate, prepare and execute all client transactions (Cashier’s checks, outgoing wires, and limit increases).
• Prepare account change documentation and update client profiles in internal systems.
• Facilitate supply orders for clients (checks, deposit slips, endorsement stamps, etc.).
• Maintain accurate and complete electronic and paper client records.
• Monitor client portfolios and perform proactive outreach to ensure satisfaction and identify cross-sell opportunities.
• Assist with compliance and audit tasks, including certifications and monthly reconciliations.
• Attend client site visits and bank-sponsored events as needed.
• Ensure full compliance with internal policies and regulatory guidelines (GLBA, BSA, security protocols).
• Maintain a professional, organized, and service-driven department image.